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Preview and Test Your Survey

Preview, share, and test your survey before you publish it

Vishwas Prasad avatar
Written by Vishwas Prasad
Updated over a month ago

Once your survey is set up, we recommend previewing and testing it. You can also share the project link for stakeholders who don't have an admin account.

You must always test your survey before it is public. Do not test a public survey, as your response will be recorded, and your data will be skewed. Check out this article on the impacts of changing a published survey for more information.

When testing a survey, check the following:

  • All questions are logical and relevant

  • Any conditional or skip logic is applied correctly

  • There are demographic questions in anonymous or unverified surveys

  • All unnecessary questions are inactive or deleted

  • All spelling, links, images, or videos are correct

Preview Your Survey

Admins can review the entire survey using the Preview button on your survey tool to ensure that it works from the participant's perspective.

Another option is to Preview the project page to see how the participant will interact with it, and use the Take Survey button to complete a test submission.

Share a Draft Project Link

If someone doesn't have an admin account for your site, the preview method will not work. Instead, you can share a draft project link to give them temporary access. To do this:

  1. Ensure your survey is set to Anyone or Unverified participation.

  2. Publish your survey, but keep your project in draft.

  3. Select Share Draft Project and select Generate Private Link.

  4. Use the Copy Link button to copy and share the link, or Share link via email.

Whoever receives it can follow the link to the project page and access the survey via the tool tab. No data is collected if they submit the survey using the draft link. Once the review is complete, change the survey's participant type, if necessary, and publish the project.

This option is unavailable if you have published your project. If you need to review a survey on an ongoing published project, we recommend creating a draft testing project and creating the survey there. Once everyone has reviewed the test survey, you can clone it to your ongoing project and publish it.

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